Delete client contact details

You can delete phone or email contact details from the client record.

If any contact details are associated with an address, such as a phone number, only the contact details are deleted.

1. From the Clients menu, select Clients list.
2. Change the client list view to either Active clients or a custom view that includes all relevant clients.

If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

3. Select the Information tab.
4. Select the Contact details sub-tab.
5. Select More options, then Delete.
6. Confirm the deletion.